JFS Wealth Advisors’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.8K | Hold |
1,055
| – | – | ﹤0.01% | 433 |
|
|
2025
Q1 | $68.2K | Hold |
1,055
| – | – | ﹤0.01% | 420 |
|
|
2024
Q4 | $57.5K | Sell |
1,055
-74
| -7% | -$4.03K | ﹤0.01% | 437 |
|
|
2024
Q3 | $73K | Hold |
1,129
| – | – | ﹤0.01% | 410 |
|
|
2024
Q2 | $75.3K | Buy |
1,129
+45
| +4% | +$3K | 0.01% | 361 |
|
|
2024
Q1 | $74.6K | Sell |
1,084
-652
| -38% | -$44.9K | 0.01% | 367 |
|
|
2023
Q4 | $117K | Buy |
1,736
+681
| +65% | +$45.9K | 0.01% | 281 |
|
|
2023
Q3 | $69.4K | Hold |
1,055
| – | – | 0.01% | 333 |
|
|
2023
Q2 | $60.8K | Sell |
1,055
-28
| -3% | -$1.61K | 0.01% | 348 |
|
|
2023
Q1 | $64K | Hold |
1,083
| – | – | 0.01% | 339 |
|
|
2022
Q4 | $67.2K | Sell |
1,083
-1,191
| -52% | -$73.9K | 0.01% | 331 |
|
|
2022
Q3 | $106K | Sell |
2,274
-98
| -4% | -$4.57K | 0.01% | 277 |
|
|
2022
Q2 | $125K | Sell |
2,372
-336
| -12% | -$17.7K | 0.01% | 261 |
|
|
2022
Q1 | $137K | Sell |
2,708
-427
| -14% | -$21.6K | 0.01% | 266 |
|
|
2021
Q4 | $155K | Hold |
3,135
| – | – | 0.01% | 253 |
|
|
2021
Q3 | $150K | Buy |
3,135
+781
| +33% | +$37.4K | 0.02% | 250 |
|
|
2021
Q2 | $107K | Sell |
2,354
-179
| -7% | -$8.14K | 0.02% | 212 |
|
|
2021
Q1 | $118K | Buy |
2,533
+100
| +4% | +$4.66K | 0.02% | 183 |
|
|
2020
Q4 | $102K | Hold |
2,433
| – | – | 0.02% | 191 |
|
|
2020
Q3 | $83K | Buy |
2,433
+172
| +8% | +$5.87K | 0.02% | 191 |
|
|
2020
Q2 | $87K | Buy |
2,261
+94
| +4% | +$3.62K | 0.02% | 191 |
|
|
2020
Q1 | $81K | Buy |
2,167
+490
| +29% | +$18.3K | 0.02% | 189 |
|
|
2019
Q4 | $93K | Buy |
1,677
+165
| +11% | +$9.15K | 0.02% | 201 |
|
|
2019
Q3 | $79K | Buy |
1,512
+311
| +26% | +$16.2K | 0.02% | 207 |
|
|
2019
Q2 | $67K | Buy |
1,201
+610
| +103% | +$34K | 0.02% | 222 |
|
|
2019
Q1 | $33K | Buy |
591
+5
| +0.9% | +$279 | 0.01% | 253 |
|
|
2018
Q4 | $31K | Sell |
586
-141
| -19% | -$7.46K | 0.01% | 256 |
|
|
2018
Q3 | $47K | Buy |
727
+132
| +22% | +$8.53K | 0.01% | 251 |
|
|
2018
Q2 | $36K | Sell |
595
-120
| -17% | -$7.26K | 0.01% | 267 |
|
|
2018
Q1 | $41K | Hold |
715
| – | – | 0.01% | 260 |
|
|
2017
Q4 | $40K | Buy |
715
+125
| +21% | +$6.99K | 0.01% | 269 |
|
|
2017
Q3 | $32K | Sell |
590
-1
| -0.2% | -$54 | 0.01% | 281 |
|
|
2017
Q2 | $29K | Buy |
591
+16
| +3% | +$785 | 0.01% | 265 |
|
|
2017
Q1 | $29K | Hold |
575
| – | – | 0.01% | 269 |
|
|
2016
Q4 | $29K | Buy |
575
+6
| +1% | +$303 | 0.01% | 269 |
|
|
2016
Q3 | $27K | Buy |
569
+5
| +0.9% | +$237 | 0.01% | 291 |
|
|
2016
Q2 | $27K | Hold |
564
| – | – | 0.01% | 301 |
|
|
2016
Q1 | $26K | Buy |
+564
| New | +$26K | 0.01% | 297 |
|